Associate Advisor - Relationship Manager

What is the opportunity

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The Bogle Private Wealth Group within the RBC Dominion Securities Oakville branch is seeking talented self-directed individuals with a growth and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate Advisor you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do

• Manage client relationships by preparing for and leading meetings effectively responding to client account inquiries and taking ownership of follow-ups.

• Help build and execute business plans Wealth Management objectives and client service plans.

• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.

• Trading and / or portfolio management support.

• Conduct ongoing research on markets and investments and provide regular updates to the advisory team.

• Execute on the teams formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.

What do you need to succeed

Must Have

• Approval as a Registered Representative with CIRO

• University degree

• Advanced MS Excel skills

• Exceptional written and verbal communication skills in English

• Strong skills working with business applications/technology including Microsoft Office Suite

Nice to Have

• 4 years or more of professional experience within the investment industry

• Meticulous attention to detail and strong problem solving and analytical skills

• Highly developed client service skills

Whats in it for you

We thrive on the challenge to be our best to think progressively to keep growing and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential make a difference to our communities and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits competitive compensation commissions and stock where applicable

• The opportunity to work as part of a dynamic collaborative progressive and high-performing team

• Challenging work that will help you grow professionally

• Ongoing opportunities to build close relationships with clients

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.